
15 MAY 2026
Under the Macroscope: Trump-Xi summit—A tactical relief rally, not a strategic reset
Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.
Despite recent turmoil in global markets, we believe that the longer-term direction of travel is clear: emerging markets are spreading prosperity at home and driving growth abroad. The downturn has opened investment opportunities and, in our view, provides an attractive entry point for long-term investors.
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